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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,328 | $201,264-66.5% | $184,185-63.4% | $145,978-53.9% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 8.58% | 29.00%-20.4pp | 28.81%-20.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,856 | $9,806-81.1% | $9,132-79.7% | $6,690-72.3% |
| Admin fee / account holder | $21,172 | $16,376+29.3% | $13,909+52.2% | $13,400+58.0% |